Civic Intelligence

Charlotte Switon Charitable Trust

990PF • Fiscal year 2015 • EIN 42-6632897

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 21, 2016

Organization Profile
W4589 Valley DriveFond Du Lac, WI 54937

(920) 924-8188

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$4,301

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

54th percentile

1.7%

Faster asset growth than 54% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

124%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$455,490

Up $7,719 (+1.7%) from 2014

Net Assets

Up

$454,122

Up $7,594 (+1.7%) from 2014

Liabilities

Up

$1,368

Up $125 (+10%) from 2014

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin77th percentile

Revenue

Up

$37,578

Up $20,805 (+124%) from 2014

Expenses

Down

$29,859

Down $3,332 (-10%) from 2014

Net Income

Up

$7,719

Up $24,137 (+147%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $474,951Liabilities 2011: $12011Assets 2012: $464,696Liabilities 2012: $0Net Assets 2012: $464,6962012Assets 2013: $464,189Liabilities 2013: $1,406Net Assets 2013: $462,7832013Assets 2014: $447,771Liabilities 2014: $1,243Net Assets 2014: $446,5282014Assets 2015: $455,490Liabilities 2015: $1,368Net Assets 2015: $454,1222015Assets 2016: $444,147Liabilities 2016: $1,300Net Assets 2016: $442,8472016Assets 2017: $431,555Liabilities 2017: $1,230Net Assets 2017: $430,3252017Assets 2018: $405,814Liabilities 2018: $1,319Net Assets 2018: $404,4952018Assets 2019: $392,270Liabilities 2019: $1,563Net Assets 2019: $390,7072019Assets 2020: $371,679Liabilities 2020: $0Net Assets 2020: $371,6792020Assets 2021: $399,362Liabilities 2021: $0Net Assets 2021: $399,3622021Assets 2022: $374,969Liabilities 2022: $0Net Assets 2022: $374,9692022Assets 2023: $364,342Liabilities 2023: $0Net Assets 2023: $364,3422023Assets 2024: $351,203Liabilities 2024: $0Net Assets 2024: $351,2032024

Highlighted filing

2015

Assets$455,490
Liabilities$1,368
Net Assets$454,122
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $19,956Expenses 2011: $26,900Net Income 2011: -$6,9442011Expenses 2012: $26,7882012Revenue 2013: $29,680Expenses 2013: $30,187Net Income 2013: -$5072013Revenue 2014: $16,773Expenses 2014: $33,191Net Income 2014: -$16,4182014Revenue 2015: $37,578Expenses 2015: $29,859Net Income 2015: $7,7192015Revenue 2016: $17,898Expenses 2016: $27,874Net Income 2016: -$9,9762016Revenue 2017: $20,276Expenses 2017: $30,747Net Income 2017: -$10,4712017Revenue 2018: $5,880Expenses 2018: $31,710Net Income 2018: -$25,8302018Revenue 2019: $14,194Expenses 2019: $27,982Net Income 2019: -$13,7882019Revenue 2020: $13,258Expenses 2020: $32,286Net Income 2020: -$19,0282020Revenue 2021: $61,552Expenses 2021: $29,880Net Income 2021: $31,6722021Revenue 2022: $16,191Expenses 2022: $40,510Net Income 2022: -$24,3192022Revenue 2023: $16,193Expenses 2023: $26,808Net Income 2023: -$10,6152023Revenue 2024: $18,959Expenses 2024: $32,134Net Income 2024: -$13,1752024

Highlighted filing

2015

Revenue$37,578
Expenses$29,859
Net Income$7,719
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 21, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER ULLENBERGTrusteePT$4,301-$4,301
Filing and Contact Details

Filer

Filer Name
Charlotte Switon Charitable Trust
EIN
42-6632897
Phone
9209248188
Address
W4589 VALLEY DRIVE, FOND DU LAC, WI 54937

Signing Officer

Name
Alexander Ullemberg
Title
Trustee
Phone
9209248188
Signed
2016-03-21
Discuss with paid preparer
Yes

Preparer

Firm
H Donner & Co
Address
10335 N PORT WASHINGTON RD STE 250, MEQUON, WI 53092
Preparer
Kenneth O Donner
Phone
4142724470
Raw XML Appendix303 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SANTA FE COMUNICATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DIVINE REDEEMER CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CATHOLICCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CATHOLICCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CATHOLICCHURCHVENDOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CATHOLICCHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0526 LOUISIANA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1408 S SPRING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21126 S 70TH ST STE N601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3926 FARRAGUT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STURGEON BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BEAVER DAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153916
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380909
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011205
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016705
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028001
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027910
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016796
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016705
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01368
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCRUED EXPENSE - CURRENT YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRUSTEE BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01111
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0450
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1107
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0450
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1107
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01243
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED EXPENSE - PRIOR YEAR
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER ULLEMBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09209248188
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE SWITON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0426632897
ReturnHeader/Filer/PhoneNum09209248188
ReturnHeader/Filer/USAddress/AddressLine1Txt0W4589 VALLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H DONNER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010335 N PORT WASHINGTON RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEQUON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053092
ReturnHeader/PreparerPersonGrp/PhoneNum04142724470
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH O DONNER
ReturnHeader/ReturnTs02016-04-12T13:38:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$455,490
Liabilities
$1,368
Net assets
$454,122
Revenue
$37,578
Expenses
$29,859
Net income
$7,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.19$0.32$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.16$0.27$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.16$0.41$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.62$0.30$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.00$3.72$0.13$0.32$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.02$3.91$0.14$0.28$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.01$4.04$0.06$0.32$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.01$4.30$0.20$0.31$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.01$4.43$0.18$0.28$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.55$0.01$4.54$0.38$0.30$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.01$4.47$0.17$0.33$0.16
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.01$4.63$0.30$0.30$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.27
2011Summary only. Only limited summary data is available for this year.$4.75$0.00$0.20$0.27$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits